The State-owned Assets Supervision and Administration Commission strengthens market cap management of controlling listed companies; unprofitable central enterprises are expected to gain a competitive edge.

The State Council's State-owned Assets Supervision and Administration Commission recently issued several opinions on improving and strengthening the Market Cap management of centrally held listed companies. It emphasizes the importance of addressing the issue of listed companies trading below net asset value, incorporating the solution to this long-standing problem into the annual key work, guiding long-term undervalued listed companies to formulate and disclose valuation enhancement plans, and supervising their implementation.

cls.cn19:01 ET

Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cnDec 11 19:10 ET

Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.

In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.

cls.cnDec 3 19:29 ET

The humanoid robot industry end is experiencing intensive catalysis, and the commercialization of the industry is expected to land.

① On November 25, media reports stated that the humanoid robot venture MagicLab is developing third-generation humanoid robot products, currently testing assembly line capabilities in an electrical appliance factory. ② Liu Yangdong from shanghai Securities noted that there has been a surge of catalysts in the recent industry, further accelerating the development of the humanoid robot industry chain, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally.

cls.cnNov 26 18:51 ET

Li Yuanheng: Actively cooperating with customers to develop solid state battery equipment, continuously focusing on the Southeast Asia and European and American markets | Direct hit on the earnings conference

1. The internal design and production manufacturing of the solid state battery sulfide line, which was won by Liyuanheng, is currently in progress, but this part is expected to account for a small proportion of revenue in 2025; 2. Recently announced coating orders that won the bid are expected to be delivered for acceptance and revenue recognition in 2025; 3. In the future, we will closely follow domestic companies going global and continue to focus on the Southeast Asian and European and American markets.

cls.cnNov 22 10:11 ET

The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.

On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.

cls.cnNov 21 18:46 ET